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Disclosery

Hughes Financial Services, LLC: SPIP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hughes Financial Services, LLC on SPIP, newest first. How the timeline and the estimate are built.

Hughes Financial Services, LLC held 808,835 SPIP shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 808,835 shares
    Change vs previous 13F +59,249 shares

    2.75% of the 13F portfolio, value $20,770,870.

    13F-HR 0002054465-26-000003 filed by Hughes Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 749,586 shares
    Change vs previous 13F +33,997 shares

    3% of the 13F portfolio, value $19,496,719.

    13F-HR 0002054465-26-000002 filed by Hughes Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 715,589 shares
    Change vs previous 13F +62,930 shares

    2.92% of the 13F portfolio, value $18,569,522.

    13F-HR 0002054465-26-000001 filed by Hughes Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 652,659 shares
    Change vs previous 13F +21,823 shares

    2.72% of the 13F portfolio, value $17,112,706.

    13F-HR 0002054465-25-000005 filed by Hughes Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 630,836 shares
    Change vs previous 13F +36,255 shares

    2.83% of the 13F portfolio, value $16,455,347.

    13F-HR 0002054465-25-000004 filed by Hughes Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 594,581 shares
    Change vs previous 13F +24,635 shares

    3.05% of the 13F portfolio, value $15,572,063.

    13F-HR 0002054465-25-000002 filed by Hughes Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 569,946 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $14,425,321.

    13F-HR 0002054465-25-000001 filed by Hughes Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).